Durham, NH | Est. 2019
Financial advice that works for you.
Compass Financial is an independent, fee-only advisory firm serving individuals and families on the NH Seacoast. No products to sell. No commissions to chase. Just straightforward planning built around your life.
Fee-Only
We charge a transparent fee for our advice. We earn nothing from product sales or commissions. Our incentives are fully aligned with yours.
Independent
No parent company, no quotas, no proprietary products. We recommend what is right for your situation, full stop.
Fiduciary
We are legally obligated to act in your best interest at all times. That is not an industry standard. It should be.
What We Do
Planning for every stage.
Retirement Planning
Build a plan for the life you want after work, not just a number to hit.
Investment Management
A portfolio built around your goals, risk tolerance, and timeline.
Tax Planning
Year-round strategy to reduce your tax burden and keep more of what you earn.
Estate Planning
Protect your family and your assets with a clear, coordinated plan.
Start with a conversation.
A 30-minute introductory call costs you nothing. We will get a sense of where you are, where you want to be, and whether we are a good fit. No obligation.